Sales process automation
Lead capture, follow-up sequences, deal-stage progression, and quote-to-invoice workflows — built into a CRM your team will actually use.
CRM, WORKFLOW & SALES AUTOMATION
Can your business run for two weeks without you?
AeyeCRM turns what's in the founder's head into a system the team can run — connected CRM, automated workflows, and a lead-to-cash playbook that doesn't depend on you being in the room.
Sales Process Automation for Family-Owned Businesses · Austin, TX
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What we do
Software shouldn't be the bottleneck in your business.
Most growing companies hit the same wall: the spreadsheets, sticky notes, and inbox-as-a-CRM that got you to a few million in revenue can't carry you to the next stage. That's where we come in.
I'm Philip Shannon, founder of AeyeCRM. We help family-owned and founder-led businesses move off paper, spreadsheets, and disconnected tools onto a CRM their team will actually use — built on Salesforce, HubSpot, or Zoho, and connected to Microsoft 365 or Google Workspace so the work flows from first contact to paid invoice without anyone re-typing it.
No big-agency runaround. No 12-month implementation. Just a clear plan, a working system, and a team that knows how to use it.
● Based in Austin, Texas — serving family businesses across the United States.
Sales Process Automation
What it actually means — in plain English.
Sales process automation is what happens when your CRM stops being a digital filing cabinet and starts doing real work for your team. Leads get captured, follow-ups get scheduled, quotes get sent, and invoices get synced — without anyone copying data from one system to another.
Instead of relying on memory, spreadsheets, or a tangle of disconnected tools, your pipeline runs inside one connected system. The result: better visibility into where every deal stands, real accountability for follow-through, and a consistent process every salesperson works the same way.
Capture
Leads from your website, email, and referrals land in the CRM automatically — no manual entry, nothing falling through.
Track
Deal stages update as work happens. You see the whole pipeline at a glance, not buried in someone's inbox.
Follow up
Reminders, tasks, and sequences assigned automatically — so no quote sits forgotten and no client gets ghosted.
Quote & invoice
Quotes generated from the CRM, sent for signature, and synced to QuickBooks or your accounting system — one workflow, no re-typing.
Why family-owned businesses choose AeyeCRM
You don't need another consultant. You need someone who's actually built operations at scale.
Most CRM consultants will set up your system, hand you a manual, and walk away. AeyeCRM was founded on a different premise: the CRM is the easy part. The hard part is the operational backbone underneath it — the one that decides whether your business can grow, scale, and hand over cleanly.
Philip Shannon has spent 34+ years building that backbone, from co-founding Inter-Alliance PLC (an LSE-listed firm that grew from 7 employees to 2,000 advisors) to running operations for US mortgage and Salesforce consulting firms across New York, Chicago, Atlanta, and Dallas.
Now based in Austin, he brings that same operational playbook to family-owned businesses preparing for their next chapter — whether that's faster growth, a generational handover, or simply being able to take a vacation without the business stopping.
"The best technology feels invisible — it simply works to serve the business and its people."
— Philip Shannon, Founder & CEO
Frequently Asked Questions
The questions founders actually ask before they call us.
Real answers from a founder who's been doing this for 34+ years — not boilerplate from a chatbot.
What is CRM and workflow management?
A CRM (customer relationship management system) is the single place every customer, lead, deal, and conversation lives — so your business doesn't depend on one person's memory or one shared spreadsheet. Workflow management is the automation layer on top: the reminders, approvals, handoffs, and updates that move work forward without anyone re-typing data between systems.
Done right, the two work together so your team spends time selling and serving customers — not chasing information.
What does business process automation consulting include?
We start by mapping how your business actually runs today — sales, service, quoting, invoicing, scheduling, and back-office. Then we identify the repetitive, error-prone, or "stuck on one person" work and replace it with automated workflows inside your CRM and connected tools (QuickBooks, Microsoft 365, Google Workspace, etc.).
You get a clear before/after picture, a working system, and a team trained to run it.
How does workflow automation improve sales performance?
Three ways: no leads slip through the cracks (every inquiry gets a response), no deals stall in someone's inbox (the system reminds you), and no time is lost re-entering data between sales, accounting, and operations. Your team sells more because they spend more time selling.
Can your CRM integrate with QuickBooks, Microsoft 365, and Google Workspace?
Yes — these are some of the most common integrations we build. Quotes and invoices sync to QuickBooks (or FreshBooks, Sage). Email and calendar sync to Microsoft 365 or Google Workspace. Files live in OneDrive or Google Drive. Your CRM becomes the hub, and the tools you already use stay where they are.
Is this suitable for small family-owned businesses?
It's exactly who we built AeyeCRM for. Family-owned businesses between roughly $1M and $50M in revenue — the ones who've outgrown spreadsheets but aren't ready for enterprise-grade complexity. We right-size everything: the platform, the configuration, the timeline, and the price.
How long does CRM implementation typically take?
Most of our engagements go live in 4–8 weeks — not 6–12 months. We work in phases: audit and design in week one, configuration and integration over the next few weeks, then training and launch. You see working pieces of the system from week one, not at the end.
How much does sales process automation typically cost?
Engagements start at around $3K for focused projects — like cleaning up a Salesforce or HubSpot setup, building a specific automation, or running a CRM audit. Larger end-to-end implementations scale from there based on scope (integrations, users, custom workflows). Either way, you get a fixed quote up front — no hourly billing that balloons.
The 15-minute Scorecard gives you a clearer picture of where you'd land before any sales call.
What ROI can we expect?
The measurable wins: 5–15 hours per week saved on data entry and follow-up across the team, 15–30% lift in close rate from better follow-through, and dramatically faster quote-to-cash cycles. The unmeasured win: the business no longer depends on what's in your head — which matters whether you're scaling, hiring, or planning succession.
Still have questions?
Take the 15-minute Scorecard — you'll get a free 30-minute consultation call to talk through your results.
Take the Scorecard →Get in touch
Let's talk about your business.
Whether you're ready to start a CRM project, want a second opinion on an existing system, or just need to know what good looks like — book a 30-minute call. No pitch, no pressure.
Book a 30-minute meeting →— or take the free Scorecard first —
Take the 15-minute Scorecard →Why founders trust AeyeCRM
Built on 34+ years of operational experience scaling growing businesses.
34+
Years Building & Scaling Operations From startup to public company
2,000+
Advisors Onboarded At Inter-Alliance PLC (co-founded)
15+
Years Implementing Salesforce Across 5+ industries, US & UK
Our Process
How sales process automation actually gets built.
Five clear stages — no jargon, no twelve-month consulting engagement. Here's how we move you from "we run on spreadsheets" to "our CRM runs the business."
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01
Audit your current workflow
We map how sales, service, and back-office work actually happens today — spreadsheets, email handoffs, accounting workflows, and the sticky notes holding it all together. You get a clear picture of where time is lost and where the biggest wins are.
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02
Design your CRM & workflow structure
We configure Salesforce, HubSpot, or Zoho to match your real-world selling process — not a generic template. Pipeline stages, custom fields, and record types are built so your CRM reflects how your business actually operates.
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03
Automate repetitive sales tasks
We implement:
- Lead capture automation
- Follow-up reminders
- Deal stage progression
- Approval workflows
- Quote-to-invoice automation
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04
Integrate back-office systems
We connect your CRM to QuickBooks, Microsoft 365, Google Workspace, Monday.com, FreshBooks, and Sage — eliminating data silos so one source of truth runs the whole business.
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05
Train & optimize
Hands-on training, role-based guides, and continuous optimization make sure the system actually gets adopted. We don't drop a CRM on your team and disappear — we stay engaged so you keep getting value long after go-live.
Before & After
Manual sales tracking vs. an automated sales process.
The difference isn't subtle. One side is what most family-owned businesses do today. The other is what your business looks like 60 days after we're done.
Before
Manual sales tracking
After
Automated sales process
Spreadsheets and notebooks
Centralized CRM platform
Missed follow-ups
Automated reminders
Manual quoting & invoicing
Quote-to-invoice automation
No sales visibility
Real-time dashboards
High error risk
System-driven accuracy
"Where are we with that client?"
Everyone on the same page
Business depends on one person's memory
Business runs on a documented system
Most clients see the shift within the first 30–60 days — and wonder how they ran the business any other way.
Our Services
Hands-on CRM & automation consulting — built around four core services.
Platform selection, setup, integration, and training — delivered by a founder who's done this for family-owned businesses for 34+ years. No outsourced project managers, no off-shore implementers, no twelve-month timelines.
CRM & workflow management
Salesforce, HubSpot, or Zoho configured to match how your business actually operates — pipelines, fields, automations, and dashboards designed for your team.
Business process automation
We map your end-to-end operations — sales, service, and back-office — and automate the repetitive work so your team can focus on customers and revenue.
Integrations & training
Connect your CRM to QuickBooks, Microsoft 365, Google Workspace, and the rest of your stack. Then we train your team so it sticks — no shelfware.
Not sure where to start? Take the free 15-minute Succession-Readiness Scorecard and find out where your operations stand today.
Take the 15-minute Scorecard →Start here
See how succession-ready your business actually is.
The 15-minute Scorecard rates your operation across five categories: customer data, sales process, lead-to-cash, pricing authority, and second-in-command readiness. You'll get a detailed report emailed to you with the gaps to close first.
What you'll learn
- Where revenue is leaking in your sales pipeline
- Which manual processes are quietly costing you
- Whether your CRM (or lack of one) is the right fit
- What it would take to run two weeks without you
Free · Detailed report emailed to you · No sales pitch attached.
From first contact to paid invoice
One connected system — not five disconnected tools.
Prospect, engage, quote, close, invoice, and manage the work — all in the cloud, all in one place. Every step from first contact to paid job stays inside one connected system your whole team can see.
Prospect
→
Engage
→
Quote
→
Close
→
Invoice
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Deliver
Built on the platforms you already trust — Salesforce, HubSpot, Zoho, QuickBooks, Microsoft 365, and Google Workspace.